Navigation pane and lists


Navigation pane

About the navigation pane

The panels that are displayed in the navigation pane contain some of the most commonly used lists and your own saved searches. These lists are defined and configured on WorkZone Content Server. You can hide the navigation pane by clicking the arrow at the upper-right corner of the navigation pane.

By default, the navigation pane displays the following panels:

Manage panels

You can add, change the order, or remove panels from the navigation pane.

  1. Go to the Home tab, and click Configure navigation in the top right area of the navigation pane.
  2. The following actions are now available:


Lists

About lists

Each panel in the navigation pane contains additional standard lists. For example, the Cases panel displays the following lists by default:

When you click one of these lists, the search for the selected list is performed automatically, and the result is displayed on your dashboard. You can use the buttons on the ribbon to perform various operations on the search results.

Tips:  

The list menu

Right-click a list item to open the list menu which displays all actions you can apply to the selected list item or to the selected list items if you have selected multiple list elements. If the list does not contain at least one item, the list menu will not be displayed.

All options in the list menu can also be found as buttons in the Main ribbon or the detail tab ribbon but buttons are collected in the list menu for quick access and ease of use.

List menu options that are not relevant for the current selection or that require the affected columns to be displayed in the list are displayed as inaccessible .

Menu Option Description
Edit

Edit the following meta data for the case or meeting:

  • Case handler
  • Responsible unit
  • Acting unit
  • State
  • Case type
  • Planned close
  • Closed
  • Read access
  • Retention code
  • Default document classification
  • Information
  • Date
  • Party

The list you can select from may vary as additional fields may be available depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit contact meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Open a preview pane with information, such as documents and parties, for the selected case or meeting.

Explore

Open a case as a folder in WorkZone Explorer and see the contents of a case.
Bookmark

This option enables you to:

  • Add or remove the selected cases or meetings from the favorites list.
  • Mark the case or meeting as read or unread.
  • Follow or stop following the cases or meetings.

For more information see Case ribbons
Share

Send web links to the selected cases or meetings by e-mail and copy the title, related case, and the web link of the selected cases to the clipboard.
Report

Generate a PDF file that includes meta data, parties, and documents on the selected cases or meetings.
Recycle

Move the selected cases or meetings to the recycle bin, marking them for deletion. You can restore the cases if you have sent them to the recycle bin by mistake.

Note: You cannot move the case to the recycle bin if the case contains documents. Recycle the documents first in order to recycle the case.
Menu Option Description
Edit

Edit the following meta data for the document:

  • Document type
  • Document group
  • Acting unit
  • Case handler
  • Responsible unit
  • Reply deadline
  • Read access
  • Retention code
  • Classification
  • Information
  • Date
  • Party

The list you can select from may vary as additional fields may be available depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit document meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Archive

Assign the Archived state to the current document.

Find a more detailed description of the Archived state in Edit document state.
Change Change the document state.
Preview

Preview the document in a preview pane.

For more information, see The Preview Pane
Open

Open a selected document in the application that corresponds to the format of the document.

Bookmark

This option enables you to:

  • Add or remove the selected documents to the favorites list.
  • Mark the selected documents as read or unread.
  • Follow or stop following the selected documents.

For more information see Document ribbons
Share

Send selected documents by e-mail in one of the following ways:

  • Add web links to the documents.1
  • Add documents as attachment.1
  • Add a PDF version of a document as an attachment.1 2

Finally you can copy the title, related case, and the web link of the selected documents to the clipboard.

1 This option will not be displayed if WorkZone for Office is not installed on the server.

2 Only enabled if a PDF version has been generated.
To Case

Open the case of the selected document in a new tab.
Report Generate a standard report as a PDF.
Move

This option enables you to:

  • Reassign the selected documents to a new case.
  • Reassign supplementary documents to another main document.
  • Convert a supplementary document to a main document.
  • Convert a main document to a supplementary document.
Copy

Copy a selected document. In the Copy document dialog box, you can select a different case for the document that you copy.
Create PDF

Create a PDF version of the selected document.

If this option is inaccessible, a PDF version of the document already exists.
Reply

Create a new document as a reply to the selected document. The sender of the original document becomes the recipient, and the case information is inserted automatically. The new document receives the Outgoing type.
Recycle

Move the document to the recycle bin. You can restore it later if needed.

Note: You cannot move the document to the recycle bin if it has supplementary documents, document references, or case references.
Restore

Restores document from the recycle bin and makes it available again.

You can restore the document to the case from which it was originally deleted, restore it and move the document to another case or restore both the document and the case if the assigned case is also in the recycle bin.

This list menu option is only accessible from the Recyle bin document list.
Delete

Delete the document permanently.

This list menu option is only accessible from the Recyle bin document list.

Note: You cannot permanently delete the document if the document contains supplementary documents. You must delete all supplementary documents before deleting the document.
Menu Option Description
Edit

Edit the following meta data for the contact:

  • Information
  • Date
  • Contact reference

The list you can select from may vary as additional fields may be available depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit contact meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Preview the contact information in a preview pane.

For more information, see The Preview Pane
Bookmark

This option enables you to:

  • Add or remove the selected contacts to the favorites list.
  • Mark the selected contacts as read or unread.
  • Follow or stop following the selected contacts.

For more information see Contact ribbons
Share Send web links to the selected contacts by e-mail and copy the title, related case, and the web link of the selected contacts to the clipboard.
Menu Option Description
Remove Remove the selected actor from the sequence.
Reorder actions Reorder all actors in the sequence.
Edit

Edit the relative task deadlines for the selected actors.
Preview

Preview a selected actor. You cannot preview multiple actors.
Bookmark

This option enables you to:

  • Add or remove the selected actors to the favorites list.
  • Mark the selected actors as read or unread.
  • Follow or stop following the selected actors.

For more information see Document ribbons
Share Send web links to the selected actors by e-mail and copy the contact name, ID and the web link of the selected actors to the clipboard.
Menu Option Description
Add related parties Add a party related to the selected party to the case.
Remove Remove the selected parties from the case.
Edit

Edit the following meta data for the selected parties:

  • External case number
  • Role
  • Information
  • Date
  • Contact reference

The list you can select from may vary as additional fields may be available depending on the distribution mode, configuration of the ribbon and addition of custom fields.

You can only edit document meta data on columns that are displayed in the list.

For more information, see Add / Remove columns in a list.
Preview

Preview a selected party. You cannot preview multiple parties .
Bookmark

This option enables you to:

  • Add or remove the selected parties to the favorites list.
  • Mark the selected parties as read or unread.
  • Follow or stop following the selected parties.

For more information see Document ribbons
Share Send web links to the selected actors by e-mail and copy the contact name, ID and the web link of the selected parties to the clipboard.
Menu Option Description
Edit

Edit the selected shared search which is used to populate the list.

You can save the edited search as a new search or overwrite the existing search.
Delete

Delete the selected list and the shared search used to populate the list.

You can only delete lists owned by you.
Assign to

Assign the selected shared search another user.
Subscribe Subscribe to the selected shared search and receive notifications when the search is edited.

Manage lists

You can add new lists, remove existing lists and rearrange the lists in your navigation pane.

Customizing the Navigation pane

You can customize your navigation pane by clicking the Configure navigation icon in the navigation pane on the Home tab. The Available lists pane is displayed and you can edit the lists.

In the Available lists pane, left-hand column displays lists (framed in green) that are currently available from your navigation pane and right-hand column displays lists (framed in red) that you can add for quick access.,

  1. Go to the Home tab, and click Configure navigation in the navigation pane to display the Available lists pane.
  2. To add an available list to the navigation pane, in the right-hand column you can:
    • Double-click the list or
    • Click Select item on the list or
    • Drag the list from the right-hand column to the desired position in the left-hand column.
  3. Click Apply to save your changes.
  1. Go to the Home tab, and click Configure navigation in the navigation pane to display the Available lists pane.
  2. To remove a list from to the navigation pane, in the left hand column you can:
    • Double-click the list or
    • Click Deselect item on the list or
    • Drag the list to the desired position from the left-hand column to the left-hand column.
  3. Click Apply to save your changes.
  1. Go to the Home tab, and click Configure navigation in the navigation pane to display the Available lists pane.
  2. Drag the list to the desired position in the left-hand column.
    You cannot drag a list to a panel which is not open.
  3. Click Apply to save your changes.

    Tip: Click Reset to discard your changes and return to the default configuration of the navigation pane.